Resources to help you plan for retirement

What HSTA members need to know

Are you thinking about your retirement? Do you have questions about how it works, and, more importantly, will you have enough money to retire?

In partnership with the NEA Member Benefits (MB) Corporation, HSTA offers financial education and retirement workshops.

Our NEA MB vetted Retirement Specialists have been working with HSTA members over the past few years on their retirement needs.

As an HSTA member, you have access to the following:

  • Complimentary consultation for retirement planning (Do I have enough to retire? When can I retire?)
  • ERS estimates (How much will my pension be?)
  • Social Security optimization (When is the best time to take out Social Security?)
  • Portfolio reviews (Is my portfolio too aggressive, too conservative, or just right?)
  • NEA-endorsed 403(b)s
  • Advice on budgeting

Are you on track to retire?

HSTA and NEA Retirement Specialists offer free seminars to help HSTA members who are within five to 10 years of retirement.

The sessions will address questions like: Which ERS Pension option do I take? How do I maximize my Social Security benefit? Do I have enough put away for retirement? Do I need long-term care insurance?

Our spring sessions filled up quickly, however there are still spaces available at the following locations. Click on the corresponding link to RSVP.

  • Oahu (recently added): Tuesday, June 4, 2019 at 11:00 am at Prince Waikiki (5 spaces left) [SIGN UP]
  • Hilo:  Friday, March 15, 2019 at 5:30 pm at the Hilo Hawaiian  (20 spaces left) [SIGN UP]
  • Hamakua/Kohala: Tuesday, April 2, 2019 at 4:00 pm at Mana Christian Ohana (20 spaces left) [SIGN UP]

NOTE: HSTA members are welcome to attend NEA seminars at any location, regardless of their chapter.

What will your retirement look like? Click here for NEA MB's retirement income calculator. You must log in with a registered account.

To set up a one-on-one meeting or invite an NEA Retirement Specialist to your school to conduct a workshop, contact NEA Retirement Specialists at (808) 951-7185.

If you have any questions about the program, contact your HSTA Member Services Committee chapter representative.

Our HSTA-Retired Membership Committee also offers a checklist: Nine steps to a happy retirement.

The Hawaii Department of Education has contracted third-party National Benefit Services (NBS) to coordinate a retirement education program for DOE employees. For this program, financial companies and advisers pay a fee to NBS and receive certification to present NBS-approved retirement education workshops.

These presentations are for educational purposes only and are not allowed to contain any material about products. HSTA would like to stress that these presenters are not being vetted by the DOE or NBS for their ability or skills as a financial adviser.